Advance Fin Advisory — Trusted financial stewardship in Penang

Established 2018 • Georgetown, Penang

Stewardship.
Discretion.
Generational Vision.

Advance Fin Advisory brings together decades of collective experience in Malaysian financial markets. We offer independent, unbiased counsel to individuals, families, and enterprises seeking to preserve and grow their wealth with prudence and foresight.

Independent & Unbiased BNM-Registered Confidential

What We Offer

Comprehensive Financial Counsel

Every engagement begins with understanding your aspirations. We then craft a strategy that reflects your values, your timeline, and your legacy.

Investment Advisory

Disciplined portfolio construction rooted in fundamental analysis. We align asset allocation with your risk tolerance and long-term objectives, drawing on both local Bursa Malaysia opportunities and global markets.

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Wealth Preservation

Protecting what you have built is as important as growing it. Our estate planning, trust structuring, and intergenerational transfer strategies safeguard your legacy for those who come after you.

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Corporate Advisory

From capital raising to restructuring, we provide board-level financial counsel to Malaysian SMEs and family-owned enterprises. Grounded in prudence, guided by commercial reality.

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Advance Fin Advisory office — Wisma Kinta, Georgetown

Our Approach

Independent Thinking,
Personal Attention

We are not tied to any financial institution, product provider, or platform. Every recommendation we make is driven by one consideration alone: what is best for you. At Advance Fin Advisory, you work directly with senior practitioners — not junior associates or call-centre teams. Your goals become our goals.

From our office at Wisma Kinta in the heart of Georgetown, we serve clients across Penang, the Klang Valley, and beyond. Our independence ensures that the only interests we serve are yours.

Our Heritage
Trusted partnership — Advance Fin Advisory

Our Track Record

Trust Earned
Over Time

Since our founding, we have advised on transactions and managed portfolios representing over RM 180 million in cumulative value. Our client retention rate exceeds 94%, and the majority of new engagements come by way of personal referral — a testament to the trust we have earned.

RM 180M+
Advised Value
94%
Client Retention
200+
Families Served

Our People

Senior Leadership

Every client engagement at Advance Fin Advisory is led by an experienced principal. You will never be passed down a chain of junior staff.

Senior Advisor

Dato' Ahmad Farid bin Abdullah

Founder & Managing Director

26 years in Malaysian financial services. Former Director at CIMB Investment Bank. CFA Charterholder.

Senior Advisor

Ms. Lim Siew Chin

Director, Wealth Advisory

18 years in private wealth management. Licensed Financial Planner (CFP). Specialises in family office structuring.

Senior Advisor

Mr. R. Muralitharan

Director, Corporate Advisory

22 years in investment banking and corporate finance. Former VP at Maybank IB. ACA (ICAEW).

Meet the Full Team

Common Questions

Frequently Asked

We operate on a fee-only basis. We do not accept commissions, rebates, or referral fees from product providers. Our fee structure is transparent and agreed upon in writing before any engagement begins. This ensures our advice is always aligned with your interests.

We typically work with clients who have investable assets of RM 500,000 and above. However, we assess each enquiry individually — if there is a strong alignment of values and goals, we are happy to discuss bespoke arrangements for younger professionals and entrepreneurs building their wealth.

We conduct formal portfolio reviews quarterly, supplemented by monthly market commentary. That said, we are always available when you need us — our clients have direct access to their advisor by phone and email. We pride ourselves on being responsive, not just scheduled.

Yes. Advance Fin Advisory Sdn. Bhd. is registered with the Suruhanjaya Syarikat Malaysia (SSM) under registration number 201801018875 (1280891-W). Our licensed advisers hold the necessary Capital Markets Services Representative's Licence (CMSRL) issued by the Securities Commission Malaysia for regulated advisory activities.

Absolutely. While our head office is in Georgetown, Penang, we regularly travel to Kuala Lumpur, Johor Bahru, and Kuching to meet clients. We also conduct virtual consultations for clients based overseas who have financial interests in Malaysia.
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Get in Touch

Begin a Conversation

All enquiries are treated with the utmost discretion. We will respond within one business day.

Email

info@advancefa-av.it.com

Phone

+6011 1646 1919

Address

Wisma Kinta 11-7-5, Lorong Kinta,
10400 Georgetown, Penang, Malaysia